Lane G. Martinsen

MARTINSEN WEALTH MANAGEMENT

TEMPE, AZ 85284

Some features on this profile are disabled

CRD#: 6435057

Professional summary

Lane G Martinsen is a registered financial advisor currently at MARTINSEN WEALTH MANAGEMENT located in Tempe, Arizona.

Lane is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Lane has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) M50 Tax Pros, LLC; Not investment related; 7855 S. River Parkway Suite 206 Tempe, AZ 85284; Tax preparation and tax filings; President and Owner; President and Owner; 08/12/2025; 30 hours/month; 25 hours/month during trading hours; Offer tax preparation services for clients.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lane G Martinsen's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 9, 2024 - Present

MARTINSEN WEALTH MANAGEMENT

Office #1: 7855 S. River Parkway Suite 206, Tempe, AZ 85284

RIA

CRD#: 332433

TEMPE, AZ

Past

January 7, 2015 - March 3, 2025

FIRST ADVISORS NATIONAL, LLC

RIA

CRD#: 166212

Chandler, AZ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MARTINSEN WEALTH MANAGEMENT

MARTINSEN WEALTH ADVISORY SOLUTIONS, LLC | MARTINSEN WEALTH MANAGEMENT, LLC | MARTINSEN WEALTH MANAGEMENT

CRD#: 332433 / SEC#: 801-130933

RIA

Registered Investment Advisory firm - (8/16/2024 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Arizona
(9/12/2024)

IAR

Texas
(9/9/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/20/2014

Uniform Investment Adviser Law Examination

Current Firm

MARTINSEN WEALTH MANAGEMENT

MARTINSEN WEALTH ADVISORY SOLUTIONS, LLC | MARTINSEN WEALTH MANAGEMENT, LLC | MARTINSEN WEALTH MANAGEMENT

CRD#: 332433 / SEC#: 801-130933

RIA

Registered Investment Advisory firm - (8/16/2024 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

7855 S. River Parkway Suite 206, Tempe, AZ 85284

Mailing Address

Phone number

(480) 550-6556

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MARTINSEN WEALTH MANAGEMENT, LLC WRAP FEE BROCHURE (9/8/2025)

MARTINSEN WEALTH MANAGEMENT, LLC 2A (9/8/2025)

Regulatory assets under management

Total Number of Accounts	636
AUM (Assets Under Management)	$ 102,335,147

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Joseph Di Vito

RBC CAPITAL MARKETS, LLC

IAR

Scottsdale, AZ

Luke Kacer

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Tucson, AZ

Timothy Hughes

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Scottsdale, AZ

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Lane G. Martinsen

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lane G Martinsen's CRS (Customer Relationship Summary).

Certified licenses

Experience

MARTINSEN WEALTH MANAGEMENT

FIRST ADVISORS NATIONAL, LLC

Primary Firm SEC Registration

MARTINSEN WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 11/20/2014

Current Firm

MARTINSEN WEALTH MANAGEMENT

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MARTINSEN WEALTH MANAGEMENT

TRUST BUT VERIFY

Similar Advisors